See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,799 | $99,341+103.1% | $84,750+138.1% | $273,961-26.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.81% | 22.93%-19.1pp | 22.78%-19.0pp | 41.45%-37.6pp |
| Employer contribution / active EE | $9,319 | $4,214+121.2% | $3,574+160.7% | $4,869+91.4% |
| Participant deferral / active EE | $6,000 | $4,269+40.5% | $3,712+61.7% | $5,287+13.5% |
| Admin fee / account holder | $97 | $6,644-98.5% | $5,332-98.2% | $10,132-99.0% |